Alternative Universe Podcast: Creating a Michelin-Star Client Experience

Kyle Van Pelt emphasizes the importance of using best-of-breed tools for solving client problems while centralizing the data into one platform the firm owns.

Author

Steve Zuschin
February 27, 2024

Episode 013: On this week’s episode of Mammoth Technology’s Alternative Universe Podcast, I sit down for a conversation with Kyle Van Pelt, CEO at Milemarker.

We talk about how advisory firms can create a unique and streamlined client experience. We also touch on the challenges and opportunities presented by the growing demand for alternative investments and the evolving expectations of the next generation of clients.

A few key takeaways from this week’s episode:

  1. Milemarker allows advisory firms to centralize data from best-of-breed tools, creating a unique and streamlined experience for advisors and clients.

  2. Wealth management firms should take control of their data and innovation timelines to create a unique client experience.

  3. The industry is evolving rapidly, with alternative investments becoming a significant focus for many firms.

The episode is available now on your favorite podcast platform:

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Steve Zuschin